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Home > Institutional Investor > Evermay Wealth Management Llc > Profile

Instuitional Investor - Evermay Wealth Management Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Evermay Wealth Management Llc
Portfolio Value	$902,061,574

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr Series Trust		4,915,972	$140,891,764	15.62%
2.	Schwab Strategic Trust	SCHD	4,368,968	$112,020,333	12.42%
3.	Spdr Series Trust		3,101,110	$90,490,390	10.03%
4.	Vanguard Index Fds - S&P 500 ETF SHS		118,344	$70,716,638	7.84%
5.	Ishares Trust	IEF	591,793	$39,963,768	4.43%